WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 313 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $354,956 | -4.8% | 5,590 | 0.0% | 0.02% | -4.2% |
Q2 2023 | $372,679 | +6.9% | 5,590 | 0.0% | 0.02% | +4.3% |
Q1 2023 | $348,527 | +3.3% | 5,590 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $337,457 | +12.1% | 5,590 | 0.0% | 0.02% | +9.5% |
Q3 2022 | $301,000 | -5.9% | 5,590 | 0.0% | 0.02% | -4.5% |
Q2 2022 | $320,000 | -9.9% | 5,590 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $355,000 | -3.5% | 5,590 | 0.0% | 0.02% | -8.3% |
Q4 2021 | $368,000 | +12.2% | 5,590 | 0.0% | 0.02% | +9.1% |
Q3 2021 | $328,000 | -1.5% | 5,590 | 0.0% | 0.02% | -4.3% |
Q2 2021 | $333,000 | +4.4% | 5,590 | 0.0% | 0.02% | +109.1% |
Q1 2021 | $319,000 | +6.0% | 5,590 | 0.0% | 0.01% | -8.3% |
Q4 2020 | $301,000 | -0.7% | 5,590 | -8.6% | 0.01% | -14.3% |
Q3 2020 | $303,000 | +9.0% | 6,115 | 0.0% | 0.01% | +7.7% |
Q2 2020 | $278,000 | +6.9% | 6,115 | -8.6% | 0.01% | -13.3% |
Q1 2020 | $260,000 | -19.8% | 6,694 | 0.0% | 0.02% | -6.2% |
Q4 2019 | $324,000 | +7.6% | 6,694 | -0.0% | 0.02% | +6.7% |
Q3 2019 | $301,000 | +3.1% | 6,695 | +0.0% | 0.02% | 0.0% |
Q2 2019 | $292,000 | +1.4% | 6,694 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $288,000 | -44.7% | 6,694 | -50.8% | 0.02% | -51.6% |
Q4 2018 | $521,000 | -13.6% | 13,600 | -0.0% | 0.03% | -8.8% |
Q3 2018 | $603,000 | +6.2% | 13,601 | -1.8% | 0.03% | +3.0% |
Q2 2018 | $568,000 | +6.2% | 13,851 | +4.4% | 0.03% | -2.9% |
Q1 2018 | $535,000 | -16.1% | 13,272 | -13.9% | 0.03% | -12.8% |
Q4 2017 | $638,000 | +8.5% | 15,409 | 0.0% | 0.04% | +5.4% |
Q3 2017 | $588,000 | -0.2% | 15,409 | -3.7% | 0.04% | -5.1% |
Q2 2017 | $589,000 | – | 16,009 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hamilton Capital, LLC | 6,386,923 | $385,514,670 | 24.92% |
Choice Wealth Advisors, LLC | 347,475 | $20,973,617 | 15.74% |
Prestige Wealth Management Group LLC | 901,386 | $54,407,653 | 14.18% |
CONTINUUM WEALTH ADVISORS, LLC | 203,510 | $12,283,864 | 12.20% |
Spinnaker Investment Group, LLC | 533,425 | $32,197,531 | 11.45% |
Private Wealth Strategies, L.L.C. | 692,275 | $41,786,646 | 11.15% |
Aspire Capital Advisors LLC | 317,899 | $19,188,382 | 10.93% |
AVAII WEALTH MANAGEMENT, LLC | 191,215 | $11,541,742 | 10.32% |
PALO ALTO WEALTH ADVISORS, LLC | 193,850 | $11,700,786 | 9.97% |
KB FINANCIAL PARTNERS, LLC | 459,114 | $27,712 | 9.46% |